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Waverly Advisors, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on NVDA, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 1,443,734 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,443,734 shares
    Change vs previous 13F +115,316 shares

    1.68% of the 13F portfolio, value $288,876,745.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,328,418 shares
    Change vs previous 13F +122,657 shares

    1.74% of the 13F portfolio, value $231,676,013.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,205,761 shares
    Change vs previous 13F +263,982 shares

    1.82% of the 13F portfolio, value $224,874,386.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 941,779 shares
    Change vs previous 13F +38,807 shares

    1.75% of the 13F portfolio, value $175,717,180.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 902,972 shares
    Change vs previous 13F -630 shares

    1.57% of the 13F portfolio, value $142,660,546.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 903,602 shares
    Change vs previous 13F +188,885 shares

    1.19% of the 13F portfolio, value $97,932,404.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 714,717 shares
    Change vs previous 13F +440,078 shares

    1.49% of the 13F portfolio, value $95,979,363.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 274,639 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $33,352,215.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).